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Funds News

Five trusts for investors who believe a value revival is on the way

Kepler Trust Intelligence highlights five trusts it believes could take advantage of a resurgence in the value style after years of outperformance for growth strategies.

Why bond tracker funds could be taking more risks than their active peers

Rathbone’s Noelle Cazalis explains how the quality of fixed income indices have been reduced in quality making trackers take more risks.

The top-rated funds you can hold together: UK All Companies

In the second part of this series, Trustnet looks at the top-rated UK All Companies funds investors can hold together without worrying about increasing concentration risk.

The trusts where the managers have plenty of 'skin in the game’

Investec Corporate & Investment Banking analysts Alan Brierley and Ben Newell highlight the investment trusts run by managers who have backed their convictions with a significant amount of their own money.

One of the biggest opportunities, and challenges, in personal finance today

The Share Centre’s Andy Parsons examines the size, scale and opportunity crated by the maturing Child Trust Fund scheme.

TEMIT’s Ness: Investors need to think differently about emerging markets

Portfolio manager Andrew Ness discusses the biases UK investors have towards emerging markets and highlights three emerging markets where they’re missing out on opportunities.

Are the markets being ruled by ‘pinball investing’?

Investors can forget about the battle between the growth and value styles as a new market dynamic seems to be playing out, says Robeco’s global head of fundamental equities.

What is microfinance and why does it matter for investors?

Microfinance is a promising way to address global problems such as poverty, inequality and environmental damage. But what’s in it for investors?

The top long-term fund managers having a bad 2019

Trustnet takes a look at the top-rated managers with a strong track record who are enduring a challenging year of performance.

Why LGIM thinks the next bear market will be ‘much less severe’ than the past two

Global equity strategist Lars Kreckel argues that the next bear market will only just qualify as such.

Could this be the start of the value upcycle?

Alliance Trust portfolio manager Andrew Wellington explains why the value downcycle, which has so far lasted around 20 months, could finally be coming to an end.

Don’t assume mega caps are safe, warns Aviva’s Murphy

The manager of the Aviva UK Listed Equity Income fund says that just because a business has been successful in the past, it doesn’t mean it will be successful in the future.

The shunned UK asset class that’s starting to look attractive again

Fidelity International’s James Durance considers how a more positive environment – as the likelihood of a Brexit deal increases – has benefited the UK high yield sector.

Which parts of the market are giving investors the roughest and smoothest rides in 2019?

Trustnet examines the volatility of different geographies, industries and fund sectors over the year to date.

Global transformation: tackling climate change in five charts

Addressing climate change is not only going to transform the global economy, it’s going to divert trillions of dollars of investment every year. So, what does this mean for investors?

Is global monetary policy going from divergence to convergence again?

Henderson Rowe’s head of research Artur Baluszynski discusses whether negative rates are the “new normal” as central banks head towards rate-cutting or more QE.

Three less-conventional assets that investors should consider now

Strategists at Aberdeen Standard Investments explain why it might be prudent to start looking at less correlated investments.

LGIM’s Onuekwusi: Only two ‘extreme’ outcomes from the US-China trade war

Legal & General Investment Management’s Justin Onuekwusi explains what the US-China trade war could mean for markets and how he’s aligning his multi-asset range against them.

Four UK income funds with more than half their portfolios in their best ideas

With dividend concentration once again back on the agenda, Trustnet found out which equity income funds have more than 50 per cent of their portfolios invested in their top-10 holdings.